Gemini becomes Google’s fastest-growing product ever as it hits 1B users

Gemini 成为 Google 史上增长最快的产品，月活用户突破 10 亿

Google has been all-in with Gemini for the last several years, and despite some animosity online, the bet is paying off. CEO Sundar Pichai announced today that Gemini has reached 1 billion monthly active users (MAUs), an important milestone for any Google product. While 13 other Google products have managed that feat, Gemini has done it faster than any other.

过去几年，Google 一直在全力押注 Gemini。尽管网络上存在一些负面声音，但这一赌注正在获得回报。首席执行官桑达尔·皮查伊（Sundar Pichai）今日宣布，Gemini 的月活跃用户（MAU）已达到 10 亿，这对任何 Google 产品来说都是一个重要的里程碑。虽然此前已有 13 款 Google 产品达成了这一成就，但 Gemini 的增长速度是其中最快的。

Gemini has wormed its way into virtually every Google product and service, powering email organization in Gmail, document summary in Drive, and much more. Gemini is also core to Google’s flagship search experience, with AI Mode and AI Overviews becoming increasingly hard to avoid. The 1 billion-user metric has nothing to do with any of that, though. These 1 billion users may also be encountering Gemini in all those places, but that’s not the MAU metric. Pichai is talking only about people who are opening the Gemini app or visiting the Gemini web interface to enter a prompt or access Gemini Live. If you used Gemini only once in the past month, you are part of this cohort.

Gemini 已经渗透到几乎所有的 Google 产品和服务中，为 Gmail 的邮件整理、Drive 的文档摘要等功能提供支持。Gemini 也是 Google 旗舰搜索体验的核心，AI 模式和 AI 概览（AI Overviews）变得越来越难以避开。不过，这 10 亿用户的指标与上述功能无关。虽然这 10 亿用户可能在上述所有地方接触到 Gemini，但这并非月活用户的统计标准。皮查伊所指的仅限于那些打开 Gemini 应用或访问 Gemini 网页界面以输入提示词或使用 Gemini Live 的用户。如果你在过去一个月内使用过一次 Gemini，你就被计入了这一群体。

Josh Woodward, Google’s VP overseeing Gemini, has expanded on Pichai’s announcement with additional tidbits about how people use the chatbot. Apparently, an impressive 63 percent of Gemini’s active users are using voice input, and an increasing number of them are “voice-only” users. Of the people who use Gemini Live, 20 percent are sharing their camera feeds and screens with the robot to get help.

负责 Gemini 业务的 Google 副总裁乔什·伍德沃德（Josh Woodward）对皮查伊的公告进行了补充，分享了人们如何使用该聊天机器人的更多细节。显然，令人印象深刻的是，63% 的 Gemini 活跃用户正在使用语音输入，且其中“纯语音”用户的人数正在增加。在使用 Gemini Live 的用户中，有 20% 的人会与机器人共享摄像头画面和屏幕以获取帮助。

It’s no secret that students use AI models to do their work (sometimes too much). Woodward says that 38 percent of school-related requests include an attachment, so Google is working on a new batch of study tools to be released in the coming weeks to better support that.

学生使用 AI 模型来完成作业（有时甚至过度依赖）已不是什么秘密。伍德沃德表示，38% 与学校相关的请求包含附件，因此 Google 正在开发一批新的学习工具，并将于未来几周内发布，以更好地支持这一需求。

On the image-generation front, Google is burning tokens like never before. Those billion users are turning to Google’s AI to make a staggering 150 million images every day. Woodward says that businesses love these Nano Banana images to make marketing materials, but plenty of them are probably memes and jokes being spread around the Internet. They’re all watermarked with SynthID, but that might not help us know what’s true in the future.

在图像生成方面，Google 的算力消耗达到了前所未有的水平。这 10 亿用户每天利用 Google 的 AI 生成多达 1.5 亿张图片。伍德沃德表示，企业喜欢利用这些“Nano Banana”生成的图片来制作营销材料，但其中很大一部分可能只是在互联网上传播的表情包和笑话。这些图片都带有 SynthID 水印，但这可能无法帮助我们在未来辨别真伪。

Getting a billion people to do anything is a major accomplishment, but Google does have some notable advantages. Virtually every Android phone in the world right now ships with the Gemini app and multiple features that guide people toward using the AI. It’s not all due to Google’s software, though. Woodward says that more than 100 million of Gemini’s MAUs are on iOS, where they would have to manually download the Gemini app in addition to (or instead of) something like ChatGPT or Claude.

让 10 亿人使用某项产品是一项重大成就，但 Google 确实拥有一些显著优势。目前世界上几乎每一部 Android 手机都预装了 Gemini 应用，并具备多种引导用户使用该 AI 的功能。不过，这并非完全归功于 Google 的软件。伍德沃德表示，Gemini 的月活用户中有超过 1 亿来自 iOS 平台，这些用户必须手动下载 Gemini 应用，作为 ChatGPT 或 Claude 等产品的补充（或替代）。

An upward trend or a blip?

是上升趋势还是昙花一现？

So Gemini has clearly seen huge success over the past two years, at least as far as user numbers go. Google doesn’t break out AI in its earnings reports, but we know the company’s spending on AI infrastructure has pushed its cash flow into negative territory for the first time ever. It’s throwing a lot of money at AI to get those numbers up, and who knows if they’ll stay there.

显然，Gemini 在过去两年中取得了巨大成功，至少在用户数量方面是如此。Google 在财报中并未单独列出 AI 的财务数据，但我们知道，该公司在 AI 基础设施上的投入已使其现金流首次出现负增长。它投入了大量资金来提升这些数据，但谁也不知道这些用户能否留存下来。

Google’s progress in AI models was impressive throughout 2025, but there’s a sense that its efforts may be hitting a wall. The company has lost several key scientists and researchers in recent months, and DeepMind cofounder Demis Hassabis has stepped down from his leadership role. While he’s still at Google, reports suggest he’s not very interested in the hyperscaling route that Google is taking with AI. This internal shakeup may have contributed to slowing progress with Gemini.

Google 在 2025 年全年的 AI 模型进展令人印象深刻，但人们感觉到其努力可能正触及瓶颈。该公司近几个月流失了几位关键科学家和研究人员，DeepMind 联合创始人德米斯·哈萨比斯（Demis Hassabis）也已卸任领导职务。尽管他仍留在 Google，但有报道称，他对 Google 在 AI 领域采取的“超大规模扩展”路线并不感兴趣。这种内部动荡可能导致了 Gemini 进展的放缓。

At I/O this year, Google promised it would release Gemini 3.5 Pro, its latest frontier model, in June. However, that window came and went with no word. Last month, Google said it was still working on Gemini 3.5 Pro and had already started training Gemini 4. Reports have indicated that Google is unhappy with Gemini Pro’s coding performance, which lags behind OpenAI and Anthropic models. At this point, it’s unclear if we’ll ever see Gemini 3.5 Pro. Gemini is still capable enough for most users, but the cracks are beginning to show. Even Google’s dominant market presence may not be enough to prop up Gemini’s numbers if it underperforms the competition for long enough.

在今年的 I/O 大会上，Google 承诺将于 6 月发布其最新的前沿模型 Gemini 3.5 Pro。然而，这一时间窗口已经过去，却没有任何消息。上个月，Google 表示仍在开发 Gemini 3.5 Pro，并已开始训练 Gemini 4。有报道指出，Google 对 Gemini Pro 的编码表现并不满意，其性能落后于 OpenAI 和 Anthropic 的模型。目前尚不清楚我们是否还能见到 Gemini 3.5 Pro。对于大多数用户而言，Gemini 的能力依然足够，但裂痕已经开始显现。如果 Gemini 在竞争中长期表现不佳，即便 Google 拥有市场主导地位，也可能不足以支撑其用户数据。